Edit fee category
A fee category is a group of fee items—services or occurrences—intended for financial compensation. Each category is intended to group the fee items by their type or intention.
All the previously added fee categories can be renamed with the Edit option if needed to suit the changing requirements.
-
In the CTMS application header, select the LIBRARY tab.
-
On the page that opens, from the left pane, select Fee Template.
Figure 1. Accessing fee templates
-
From the contents panel, select the Fee Category tab.
-
In the tree that appears, right-click the category that you want to update. Then from the menu that appears, select Edit
.Important
Fee Category in the tree is the highest hierarchy to which you can only add categories; you cannot edit it.
Figure 2. Selecting option to edit fee category
-
In the Edit dialog that appears, enter the new unique name for the fee category. Then select
.
Figure 3. Editing fee category
Once saved, the fee catogory becomes updated.